Our Advisors

Who We Are

Navigating Your Financial Future

At Mission Street Wealth Planning we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible.

We provide personalized strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. We focus on trying to enhance the security of our clients’ accumulated wealth during their lifetime and beyond.

As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected... and unexpected. We work as your partner, providing you with counsel on an ongoing basis.

Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.

Design, Build, Protect

Mission Street Wealth Planning is an independent investment advisor and fee-only financial planner in South Pasadena, CA. Mission Street Wealth is a Registered Investment Advisor registered with the California Department of Business Oversight. The firm only conducts business with individuals and organizations domiciled in California. We have a legal fiduciary responsibility to provide advice that serves your interests before our own. Our firm offers fee-only investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations, and retirement plans.